YOVAX Mutual Fund

YOVAX Mutual Fund (Yorktown Small Cap Fund Class A) is managed by Yorktown Funds with $1.8M in net assets. YOVAX expense ratio is 1.60%, holding 93 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2016-05-09.

YOVAX performance shows a YTD return of 4.88%. The 1-year return is 1.48% and the 5-year return is 1.14%.

YOVAX top holdings include Aitc-Bank Deposit-4699-354 (2.5%), Ionq, Inc. Pipe (2.4%), Guardant Health, Inc (2.1%), Acm Research Inc (1.9%), Mueller Industries Inc (1.7%). Go to all YOVAX holdings, YOVAX sectors, or YOVAX dividends.

YOVAX can be compared against other funds. Use YOVAX overlap to find shared positions, or YOVAX vs another fund for a side-by-side view. YOVAX alternatives are available via the screener, along with tax-loss harvesting opportunities.